LCI ADVISORS

We are first and foremost centered on listening to and focused on our clients in creating an investment plan designed to meet their goals for now and the future. We then build and manage investment portfolios of stocks, bonds and ETF's aligned with the plan. Our philosophy is that any successful investment program starts with a clear plan to meet well defined goals for income and growth taking into account each client's risk and return characteristics... We work with individuals, families, trusts, retirement accounts, business owners and other investors. We help long established investors, young professionals and new investors build wealth. Whether you are planning for a successful life, saving for retirement, college, building an estate or other needs, we have extensive experience helping clients reach those goals... We work with our client's individual investment accounts within a plan that encompasses all the assets together. While we do recommend clients utilize Charles Schwab..

Primary location: Austin United States